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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
151
CI Investments Inc
CI Investments Inc
Ontario, Canada
$434M +$3.85M 21 1.71% Increased
152
Alyeska Investment Group
Alyeska Investment Group
Illinois
$433M +$77.3M 7 2.48% Increased
153
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$429M -$48.2M 16 0.69% Reduced
154
Select Equity Group
Select Equity Group
New York
$426M -$71.9M 1 1.68% Reduced
155
Robeco Schweiz
Robeco Schweiz
Switzerland
$425M -$102M 6 8.17% Reduced
156
AGF Management
AGF Management
Ontario, Canada
$417M +$4.88M 7 2.31% Increased
157
Davenport & Co
Davenport & Co
Virginia
$412M +$2.42M 10 2.49% Increased
158
Rockefeller Capital Management
Rockefeller Capital Management
New York
$411M +$30.3M 15 1.17% Increased
159
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$399M -$10.2M 30 0.27% Reduced
160
HRES
Heitman Real Estate Securities
Illinois
$398M +$14.8M 4 25.18% Increased
161
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$397M +$110M 6 0.25% Increased
162
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$389M -$29.6M 13 0.93% Reduced
163
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$386M +$174M 27 2.07% Increased
164
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$377M -$13M 15 1.38% Reduced
165
Aviva
Aviva
United Kingdom
$376M +$72M 15 1.04% Increased
166
ACM
Adelante Capital Management
California
$376M -$30.7M 4 29.71% Reduced
167
Rafferty Asset Management
Rafferty Asset Management
New York
$374M -$14.8M 11 1.39% Reduced
168
Fisher Asset Management
Fisher Asset Management
Washington
$374M -$14.6M 9 0.16% Reduced
169
Baird Financial Group
Baird Financial Group
Wisconsin
$374M +$37.8M 14 0.78% Increased
170
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$366M -$53.6M 11 1.54% Reduced
171
Markel Group
Markel Group
Virginia
$366M $0 2 3.6% Maintained
172
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$365M +$10.1M 19 1.53% Increased
173
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$364M +$142M 17 0.73% Increased
174
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$361M -$22M 25 0.95% Reduced
175
Scotia Capital
Scotia Capital
Ontario, Canada
$340M +$15.5M 12 1.99% Increased